See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,856 | $165,335-97.1% | $149,696-96.8% | $158,922-96.9% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 141.31% | 348.15%-206.8pp | 276.60%-135.3pp | 302.83%-161.5pp |
| Employer contribution / active EE | $1,301 | $5,103-74.5% | $4,644-72.0% | $4,761-72.7% |
| Participant deferral / active EE | $3,838 | $7,181-46.6% | $6,842-43.9% | $5,982-35.8% |
| Admin fee / account holder | $95 | $10,807-99.1% | $9,309-99.0% | $11,246-99.2% |